Introduction

Integrating your HR platform with your payroll platform serves to synchronise and harmonise data between the two systems. This link streamlines processes by enabling the automatic import of payroll settings and employee information from your payroll platform to your HR platform. This integration not only saves time but also guarantees the accuracy and currency of your employee data.

Once the platforms are integrated, your HR platform becomes the central hub for all employee-related matters, encompassing essential details and employment status changes. Importantly, changes made within the HR platform will seamlessly reflect in the payroll platform, ensuring consistency across both systems.

How to Prepare

• Complete a test pay run in Payroll.
• Ensure you are an admin user in your HR platform and a Full Access User in your Payroll platform.
• Ensure that the 'Account Email' of employees entered in HR matches precisely with their email listed in their 'Employee Details' in Payroll. This prevents the creation of duplicate accounts.
• All Pay categories, Leave categories, and Locations must be set up in Payroll.
• Set up 2-Factor Authentication in both the HR and Payroll platforms.
• Check that your account email in HR matches your employee email in Payroll, not your managed user login.
• Set up your employees in the Payroll platform.

Instructions

1. Log on to your Employment Hero HR platform.
2. Navigate to the General Settings menu within HR.
3. Select the Add-Ons submenu.
4. Find your payroll platform and select Connect.
5. Read through the Payroll Integration Wizard to understand more about the connection between Employment Hero and your payroll.
   
   

   Tip

   This is your final chance to ensure your email address matches between the HR and Payroll platforms. If your email address needs to be updated, select 'No' when asked, "Is this Email Address Used in Your Own Employee File in Payroll?" Then, click 'Update.'

   A pop-up will appear allowing you to enter your new email address. After entering it, click 'Save.' You will receive an email with instructions to verify your new email address, and once verified, you can start using it on the HR Platform.

   Please make sure to complete this step before moving to the next stage to ensure the accuracy of the synchronisation process.

    

6. Once you click the Connect button, Employment Hero will redirect you to your payroll platform to enter your Payroll Admin Login credentials.
7. Choose the appropriate entity from the dropdown menu and select Allow Access.
8. Input the two-factor authentication code and click Verify.
9. If you have multiple payroll accounts, you must designate the one to link with the HR platform.

Employment Hero HR is now your source of truth

Once the HR platform has successfully brought in data from your payroll platform, a status screen will emerge, highlighting any integration errors, if present. Should any integration issues arise, you can click on the "View Conflicts" button to access detailed information about these conflicts. 

For more information on how to solve these conflicts, see below. 

Employment Hero HR now serves as your primary source of accurate information. Whenever modifications are made to an employee's personal data or payment particulars, it should be done through Employment Hero HR. Additionally, all new hires must be onboarded using Employment Hero HR. Upon the completion of their onboarding process, a corresponding payroll file will be generated automatically.Explore this article to understand the data exchange between HR and Payroll in more detail.

Resolving Conflicts

All organisations will receive a notification that says ‘we have detected some conflicts’. Please use the examples below to resolve the most common conflicts.